OUR

SERVICES

RETIREMENT PLANNING

Maximizing retirement income from your portfolio requires precise planning and execution to achieve.

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401K ROLLOVERS / IRA’S

By rolling your 401k over to an IRA, you can gain access to more options that may be better suited to your individual needs.

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ESTATE PLANNING

Estate planning plays a huge role in probate avoidance. We work closely with attorneys and CPAs to ensure the distribution of your assets.Read More »

LIFE INSURANCE

There are many types of policies available with potential benefits including tax-free income, mortgage protection and more.Read More »
Floyd Financial Group specializes in helping our clients break down complicated financial situations. Whether they need help with customized investment advice, income generation and distribution, or need help paying for long term healthcare for a loved one, we want to be there to help in any way we can. We believe if someone truly has an understanding of their tools and environment, they will be empowered to make better decisions and feel more comfortable dealing with life’s challenges.

 

Schedule your complimentary consultation today, so that we can show you what it means to be part of the family at Floyd Financial Group.
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